Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®

Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® Email and Phone Number

Founder and President @ RFA
Paradise Valley, AZ, US
Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®'s Location
Paradise Valley, Arizona, United States, United States
Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®'s Contact Details

Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® phone numbers

About Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®

Brian Robinson’s interest in finance and investments started in college when he took his first economics class. He was fascinated by the way economics affected the world – from commodities to international monetary policy to behavioral economics, it all made sense. From then on, he knew he wanted to work in the financial industry and has been doing so for more than 20 years.As a partner of SharpePoint, Brian founded the practice with the mission to help clients make sense of their entire financial life and future. He’s worked to build the firm to provide hands-on and consistent oversight, where their investments and financial plans are constantly monitored, adjusted as needed, and legacy protected.Brian oversees the investment management and Financial Planning divisions, where he personally conducts the firm’s investment research and analysis and builds and manages client portfolios. As an advisor, he offers clients financial planning and risk management strategies, and empowers them with education. Brian is a problem solver by nature and instills trust in his clients that he will get them the answers and solutions they require to help them accomplish their financial goals.As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Brian advises his clients on all of their planning needs, including minimizing taxes, estate and retirement planning, and cash flow analysis. He holds the Accredited Portfolio Management AdvisorSM (APMA®), Chartered Mutual Fund CounselorSM (CMFC®), Accredited Asset Management SpecialistSM (AAMS®) and Accredited Wealth Management AdvisorSM (AWMA®) designation. Brian holds his FINRA Series 63 & 66 licenses.

Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®'s Current Company Details
RFA

Rfa

View
Founder and President
Paradise Valley, AZ, US
Website:
rfa.com
Employees:
579
Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® Work Experience Details
  • Rfa
    Founder And President
    Rfa
    Paradise Valley, Az, Us
  • Sharpepoint Private Client Group
    Founder/Partner/Financial Advisor
    Sharpepoint Private Client Group Oct 2012 - Present
    Phoenix, Arizona Area
    Planning and Wealth StrategiesWe work with Professionals, HNW Individuals, and Family offices to create sustainable legacies.
  • Rfa
    Founder/President
    Rfa Sep 2001 - Present

Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® Skills

Retirement Planning Investment Advisory Wealth Management Services Wealth Management Investment Strategies Small Business Strategic Financial Planning Wealth Strategic Planning Asset Management Finance Financial Modeling Economics Money Management Alternative Investments Wealth Preservation Planning Wealth Accumulation Risk Management

Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® Education Details

Frequently Asked Questions about Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®

What company does Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® work for?

Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® works for Rfa

What is Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®'s role at the current company?

Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®'s current role is Founder and President.

What is Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®'s direct phone number?

Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®'s direct phone number is +160261*****

What schools did Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® attend?

Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® attended Arizona State University.

What are some of Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®'s interests?

Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® has interest in New Technology, Investments, Flying, Outdoors, Golf, Hunting, Fishing.

What skills is Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® known for?

Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc® has skills like Retirement Planning, Investment Advisory, Wealth Management Services, Wealth Management, Investment Strategies, Small Business, Strategic Financial Planning, Wealth, Strategic Planning, Asset Management, Finance, Financial Modeling.

Who are Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®'s colleagues?

Brian Robinson, Cfp®, Apma®, Awma®,Aams®,Cmfc®'s colleagues are Ethan Joseph, Aleksandr Mezheritser, Tera Green, Jorge B., Alberto Nuñez, Joe Gaffrey, Bryan Haslam.

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